Course Catalog

Golden Gate University offers degree and certificate programs at three teaching centers and online.

TA 334
Estate Planning

Examines selected topics in estate planning, including general legal principles relating to estate planning, including a review of relevant, legal documents; lifetime gifting, including utilization of the annual exclusion and alternative forms of wealth transfer; marital deduction planning, including quantifying the deduction through partial QTIP elections, utilization of the TPT credit, and the use of formula clauses; gifts to charity, including the use of both outright and split-interest gifts; the use of life insurance in estate planning; planning for generation skipping transfers; advising elderly clients; and post mortem planning. Cross-listed with and equivalent to LLM 334. Prerequisite: TA 325.

Units: 3 , Offered: Spring 2020